Ken Fisher

Ken Fisher Fisher Asset Management

AUM $276B
1-Year Est. Return 24.78%
 

Ken Fisher is the founder and executive chairman of Fisher Investments, a global money management firm overseeing billions of dollars in assets. He gained early recognition for pioneering the use of the price-to-sales ratio in stock analysis and wrote the long-running “Portfolio Strategy” column in Forbes. Over the years, Fisher has authored numerous books on investing and wealth management, many of which have become bestsellers.

This Quarter Est. Return
1 Year Est. Return
+24.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$179B
AUM Growth
+$17.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,147
New
Increased
Reduced
Closed

Top Buys

1
+$784M
2
+$762M
3
+$712M
4
META icon
Meta Platforms (Facebook)
META
+$671M
5
UBER icon
Uber
UBER
+$635M

Top Sells

1
+$1.16B
2
+$920M
3
+$897M
4
UNH icon
UnitedHealth
UNH
+$781M
5
CSCO icon
Cisco
CSCO
+$637M

Sector Composition

1 Technology 30.01%
2 Healthcare 10.79%
3 Financials 10.13%
4 Consumer Discretionary 9.89%
5 Communication Services 8.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$159M 0.09%
996,693
-7,425
127
$151M 0.08%
564,864
-11,201
128
$149M 0.08%
978,051
-57,623
129
$148M 0.08%
906,781
+177,782
130
$148M 0.08%
2,507,558
+63,262
131
$146M 0.08%
258,640
-649
132
$145M 0.08%
2,370,680
-19,518
133
$143M 0.08%
3,374,142
+94,661
134
$140M 0.08%
8,524,498
+1,065,757
135
$130M 0.07%
1,848,818
-22,608
136
$130M 0.07%
532,058
+21,337
137
$127M 0.07%
1,200,589
+63,818
138
$127M 0.07%
1,689,643
-17,779
139
$126M 0.07%
205,655
+10,522
140
$126M 0.07%
268,070
-15,048
141
$125M 0.07%
2,307,455
-192,239
142
$125M 0.07%
301,141
+51,724
143
$125M 0.07%
1,797,077
+170,110
144
$124M 0.07%
1,148,219
+3,185
145
$121M 0.07%
753,385
+39,552
146
$119M 0.07%
2,796,530
+1,716,464
147
$119M 0.07%
1,176,132
-1,862
148
$117M 0.07%
2,395,696
+150,246
149
$117M 0.07%
571,006
+35,159
150
$116M 0.07%
1,155,665
-28,232
4 5
6
7 8